UPS logo

United Parcel Service, Inc. Stock Price

NYSE:UPS Community·US$92.3b Market Cap
  • 4 Narratives written by author
  • 4 Comments on narratives written by author
  • 514 Fair Values set on narratives written by author

UPS Share Price Performance

US$107.70
8.39 (8.45%)
US$112.88
Fair Value
US$107.70
8.39 (8.45%)
4.6% undervalued intrinsic discount
US$112.88
Fair Value
Price US$107.70
AnalystConsensusTarget US$112.88
NVF US$95.21
AnalystLowTarget US$82.69

UPS Community Narratives

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Fair Value US$112.88 4.6% undervalued intrinsic discount

Amazon Shipments Will Decline And Automation Will Secure Future Efficiency

0users have liked this narrative
2users have commented on this narrative
204users have followed this narrative
Fair Value
·
Fair Value US$95.21 13.1% overvalued intrinsic discount

Finding The True Value Of A Logistics Powerhouse

11users have liked this narrative
2users have commented on this narrative
45users have followed this narrative
·
Fair Value US$82.69 30.2% overvalued intrinsic discount

Trade Policy Uncertainty And Cost Pressures Will Lower Margins

0users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
US$95.21
13.1% overvalued intrinsic discount
Fair Value
Revenue
1.75% p.a.
Profit Margin
7.25%
Future PE
14.5x
Price in 2028
US$120.44
US$82.69
30.2% overvalued intrinsic discount
Revenue
1.7% p.a.
Profit Margin
6.17%
Future PE
15.7x
Price in 2029
US$105.01
US$112.88
4.6% undervalued intrinsic discount
Revenue
3.46% p.a.
Profit Margin
6.95%
Future PE
18.15x
Price in 2029
US$143.96
US$135
20.2% undervalued intrinsic discount
Revenue
4.38% p.a.
Profit Margin
7.22%
Future PE
20.18x
Price in 2029
US$171.65

Trending Discussion

Updated Narratives

UPS logo

Finding The True Value Of A Logistics Powerhouse

Fair Value: US$95.21 13.1% overvalued intrinsic discount
45 users have set this as their fair value
2 users have commented on this narrative
0 users have liked this narrative
UPS logo

UPS: Margin Headwinds And Facility Closures Will Pressure Earnings Trajectory

Fair Value: US$82.69 30.2% overvalued intrinsic discount
9 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
UPS logo

UPS: Heavy Asset Network Will Support 2026 Outlook Despite Near Term Earnings Pressure

Fair Value: US$112.88 4.6% undervalued intrinsic discount
204 users have set this as their fair value
2 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Good value with adequate balance sheet and pays a dividend.

2 Risks
2 Rewards

United Parcel Service, Inc. Key Details

US$88.3b

Revenue

US$68.5b

Cost of Revenue

US$19.8b

Gross Profit

US$14.6b

Other Expenses

US$5.2b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
6.18
22.45%
5.94%
147.6%
View Full Analysis

About UPS

Founded
1907
Employees
350625
CEO
Carol Tome
WebsiteView website
www.ups.com

United Parcel Service, Inc., a package delivery and logistics provider, offers transportation and delivery services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery services for express letters, documents, packages and palletized freight through air and ground services. The International Package segment provides small package operations in Europe, the Middle East and Africa, Canada and Latin America, and Asia. The company offers a range of guaranteed day- and time-definite international transportation services; day-definite services; cross-border ground package delivery; contract-only, e-commerce solutions for non-urgent, and cross-border shipments; and international service for urgent and palletized shipments. It also provides international air and ocean freight forwarding, contract logistics, customs brokerage and insurance, mail services, healthcare logistics, distribution, and post-sales services. United Parcel Service, Inc. was founded in 1907 and is headquartered in Atlanta, Georgia.

Recent UPS News & Updates

Narrative Update Jun 06

UPS: Margin Headwinds And Facility Closures Will Pressure Earnings Trajectory

Analysts trimmed the UPS fair value estimate by about $1.88 to $82.69. This reflects a mix of recent target cuts and raises as they factor in revised growth, margin expectations, and a slightly lower assumed future P/E multiple.
Seeking Alpha Jun 05

UPS: The Transformation Has Landed - Buy Before The Market Notices

Summary United Parcel Service remains a Buy as transformation accelerates, with Amazon exit risks largely resolved and healthcare logistics momentum building. Q2 2026 is a key inflection point; post-transition margin expansion and volume growth should drive upward earnings revisions and potential rerating. Automation and mix improvements are structurally lowering costs, with automated facilities now handling 67.5% of US volume and delivering a 28% cost-per-piece advantage. UPS's valuation at ~9.3x EV/EBITDA is fair, but double-digit total returns are likely through 2026–2027, supported by a ~6% income yield and margin expansion. Read the full article on Seeking Alpha

Recent updates

No updates